Planview Clarizen
Connect work, gain real-time visibility, and drive business outcomes for large enterprises.
Executive Summary
Planview Clarizen (now Planview AdaptiveWork) is an enterprise work management platform designed for large organizations, PMOs, and professional services teams. It provides comprehensive project portfolio management, resource planning, financial tracking, and workflow automation capabilities. The platform's key business value lies in offering real-time visibility across all workstreams, enabling data-driven decision-making, and accelerating strategy-to-delivery for complex initiatives. Its differentiation stems from its robust configurability, enterprise-grade security, and embedded AI capabilities for enhanced insights and automation.
Use Cases
- Managing complex project portfolios across large enterprises.
- Optimizing resource allocation and capacity planning for multiple projects.
- Tracking project financials, budgets, and actuals in real-time.
- Automating workflows and processes for increased efficiency and compliance.
- Gaining real-time visibility into project status and organizational performance.
- Aligning projects with strategic business goals and objectives.
Features
Visibility
- Real-time Portfolio Visibility: Provides a centralized, real-time view across all projects, programs, and portfolios, enabling stakeholders to monitor status and performance.
- Dynamic Dashboards and Reporting: Offers customizable dashboards and powerful reporting tools for tracking project health, resource utilization, and financial metrics with interactive visualizations.
- Resource Capacity Planning: Enables organizations to visualize resource constraints, adjust overallocations, and reassign work to optimize resource utilization.
- Financial Tracking and Management: Allows users to capture and track all types of financial data, including budgets, actuals, and utilization trends, for projects and portfolios.
Intelligence
- AI-Enhanced Insights (Planview Anvi): Leverages AI to provide contextual insights, identify patterns, and offer recommendations across work management tools.
- Sentiment Analysis: Scores the emotional tone of comments and project status summaries, acting as an early warning system for potential risks.
- Risk Detection & Alerts: Proactively flags potential roadblocks, performance issues, and timeline risks based on work data and historical project outcomes.
- Automated Workflows and Processes: Automates repeatable processes, repetitive tasks, alerts, and workflows to improve efficiency and consistency.
Support
- Customer Success Center: A dedicated portal for customers to access resources, submit tickets, and find support.
- Planview Customer Community: An online forum for users to ask questions, learn, discuss, and share with other AdaptiveWork customers and Planview moderators.
- Training and Tutorials: Provides various training articles and courses, including 'Getting Started' guides, to help users navigate and maximize the software's capabilities.
- Professional Services: Offers professional services for implementation, training, integration, and ongoing support to ensure successful adoption and utilization.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- NLP
- Machine Learning
Integrations
- SharePoint
- Salesforce
- Procore
- McAfee
- Tasktop Hub
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, ISO 27701, Microsoft 365 App Certification, GDPR
Encryption: AES-256 at rest, TLS encryption (bank-level) in transit
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Enterprise only
- Contract Type
- Annual, Multi-year discounts available
- Free Trial
- Yes, Custom demo (credit card required)
About Planview
Planview provides portfolio management and work management software for enterprise organizations. Their solutions help companies optimize resource allocation, project planning, and strategic portfolio management.